Manually add a contact

Learn how to add one contact into your database

Add an Individual Contact

1. Navigate to the Contacts section. Then click the Add button on the top left corner of the page.
   
   
   
   
2. A pop-up will show to add a new contact.
   
   
   
   
3. Enter the contact's first and last name and optionally add a company name. Then, select the contact type from the dropdown, such as buyer, lender, banker, real estate agent, etc.
   
   
   
   
4. A phone number, email, or mailing address is required to save the contact. Once you click on Save, the contact will now be added to your Contacts section.